Trust Officer job at Gpac Waukee, IA, US

Job Description

A local community bank that is growing rapidly is looking for a Trust Officer . This is a fantastic opportunity for candidates who are experienced in trust administration and want to work for a family-friendly and supportive environment.

As a Trust Officer , you will be responsible for managing trust accounts and ensuring compliance with legal requirements. You will work closely with clients to understand their financial goals and develop personalized investment strategies to achieve them.

Essential Job Functions:

Manage trust accounts and ensure compliance with legal requirements
Develop personalized investment strategies for clients
Communicate with clients to understand their financial goals
Implement and execute investment plans in accordance with clients' goals
Oversee the distribution of trust assets and assess the need for changes in investment strategies

Skills:

5 years of experience in trust administration
JD or CTFA preferred
Bachelor's degree in finance or related field
Excellent communication skills
Detail-oriented and analytical mindset

This position offers a generous compensation package, a flexible work schedule, and benefits such as dental and vision insurance, health insurance, and paid time off. This organization

To be considered for this position and others, please apply with a resume. With any more questions or inquiries, email or call/text

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Job Tags

Full time, Local area, Flexible hours,

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